Account Manager

Hilb Group

Account Manager assisting benefit counselors with scheduling, providing customer service and managing appointments in a remote capacity. Requires strong organizational skills and attention to detail.

Posted 7/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and communication skills while managing client appointments and providing exceptional customer service. Proficient in maintaining accurate records and supporting administrative tasks in a fast-paced environment.

Highest-signal resume keywords

Appointment SchedulingCustomer ServiceMicrosoft Office ProficiencyAttention to DetailLicensed

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryReport PreparationBenefit Enrollment KnowledgeAppointment Documentation

Soft Skills

Strong Written SkillsStrong Verbal SkillsIndependent ThinkerSelf-Motivated

Tools & Technologies

AMS360Image RightVertafore Products

Certifications & Qualifications

High School Diploma or GEDLicensed

Industry Keywords

Client Records ManagementConfidentialityAdministrative SupportFast-Paced Environment

About the role

Key responsibilities & impact

Schedule, confirm and manage appointments for benefit counselors
Coordinate daily schedule to maximize efficiency and accommodate client needs
Answer incoming phone calls, emails and inquiries in a timely & professional manner
Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information
Work closely with benefit counselors to ensure accurate scheduling and communication to client
Maintain accurate client records and appointment documentation
Reschedule appointments as needed
Follow up with clients regarding appointment reminders and employee notices
Assist with administrative tasks including data entry and report preparation
Maintain confidentiality of client information in accordance with company policies & applicable regulations
Support the benefit team with special projects and other administrative duties as assigned

Requirements

What you’ll need

Highschool or GED required
Must be licensed
Independent and self-motivated thinker and ability to thrive in a fast-paced environment
Knowledge of Vertafore products a plus
Strong written & verbal skills
Strong attention to detail and ability to prioritize
Proficiency with Microsoft Office and AMS360 & Image Right

Benefits

Comp & perks

Company Paid Life Insurance
Long-Term and Short-Term Disability
Medical, Dental, Vision and FSA/HSA plans
401(k) with company match
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
Generous PTO
An awesome team of professionals!